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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: L. Adam Latham who wrote (168369)	7/16/2002 6:30:23 PM
From: maui_dude	Read Replies (2) \| Respond to of 186894

Adam, thanks for the calculations. The 'traditional' H1/H2 revenue ratio for Intel is 45%/55%. Given that : Q1 + Q2 = 6.9B+6.3B = 13.2B (which is 45% of the year). So, a normal seasonal year will have 13.2*(55/45) = ~16.0B if Q3 is 6.6B, Q4 has to be 9.4B! I dont see any way at all this will happen! However, the point here is that Q3+Q4 is a lot higher than your assumptions (in a normal season). And if were to happen even to a lesser extent, than the yearly eps numbers may not need to come down too much. Maui.